Ishares Tr shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $843k | 15k | 57.31 |
| 2025-06-30 | $1.0M | 19k | 53.93 |
| 2025-03-31 | $1.2M | 25k | 46.67 |
| 2024-12-31 | $1.3M | 26k | 49.72 |
| 2024-09-30 | $1.1M | 22k | 49.08 |
| 2024-06-30 | $1.1M | 23k | 46.58 |
| 2024-03-31 | $1.0M | 23k | 45.15 |
| 2023-12-31 | $920k | 23k | 39.82 |
| 2023-09-30 | $846k | 24k | 34.66 |
| 2023-06-30 | $938k | 26k | 35.95 |
| 2023-03-31 | $876k | 27k | 33.07 |
| 2022-12-31 | $567k | 19k | 30.66 |
| 2022-09-30 | $692k | 25k | 28.03 |
| 2022-06-30 | $1.1M | 37k | 29.88 |
| 2022-03-31 | $952k | 27k | 35.71 |
| 2021-12-31 | $1.4M | 35k | 39.42 |
| 2021-09-30 | $1.2M | 32k | 36.10 |
| 2021-06-30 | $785k | 22k | 36.29 |
| 2021-03-31 | $224k | 6.8k | 33.11 |